Senior Manager, Managed Accounts Enablement

Overview

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.

Our organization:

Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts.

Our mission is to provide a positive experience for the Schwab clients that invest in these products, while growing a revenue stream which is vital to Schwab’s overall financial health.

Within IOS, the Managed Accounts Solutions (MAS) Team is responsible for the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To do this, we maintain a robust product offering (e.g. by developing new offers, enhancing existing offers, or adding resources to the platforms), develop new tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and outside firms to create a strong positive client experience.

Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, our Managed Accounts offers are a centralized and shared resource for the firm.

As a member of the team, reporting directly to the Director of MAS Managed Account Offer Enablement, the Senior Manager of Managed Accounts Offer Enablement will have the opportunity to be responsible for developing and implementing the enablement of strategic initiatives for our managed account offers. These initiatives include addressing changing industry trends, evolving our business and economic model, pursuing market growth opportunities, and improving internal business processes and operations.

The Senior Manager will work closely with internal partners to deliver education and tools, marketing and collateral, sales and service communications and plans, to deliver on our initiatives, that remove barriers and provide clear direction for managed account offers.

Where you will excel:

The successful candidate must be energetic and enthusiastic about initiatives implementation, product management, strategic problem solving and financial services. Also, be a self-motivated, result oriented independent contributor.

• Execute a strong blend of project/product management, data analysis, critical and strategic thinking, presentation building and execution skills to deliver on various high-impact cross-functional projects to further elevate Schwab’s Managed Account client experience and enable a proactive approach to industry trends and dynamics
• Ensure processes and procedures supporting functions of the managed account client experience are maintained to minimize risk to the firm and to drive efficiency and scale in platform maintenance
• Gather insights to understand client needs, pain points, and attitudes to design and/or position products, develop product maps to evolve our offers and drive value for our clients
• Lead/support day-to-day management of our existing proprietary and third-party separately managed account offerings to help create a positive client…